AYP Financial Planning Limited

Independent Financial Adviser  A Y P Financial Planning Ltd, Hexham, Northumberland, NE46 3NL
First meeting at adviser's own cost
Independent Financial Planning specialising in advice for investment, retirement, divorce and probate.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Protection/Life Insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Suzanne Addavide
Mortgage Adviser
Kim Alexandra
Managing Director

This qualification assesses the knowledge and understanding to advise clients on specialised financial products.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

Joanna Allen
IFA

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of financial protection plans.

Accreditations
Certified Financial Planner
What our clients say
Better than expected. Great Service. Yes I would recommend AYP to family and friends.
GS, Kent
Better than expected.
FW, Hexham
Better than expected and yes would recommend AYP to family and friends.
LL, Corbridge
Better than expected. I have been more than happy with the service received and Joanna has been fantastic to deal with. Thanks
ER, Hexham
Better than expected. After dealing with the company recommended by my employer, and struggling to get any information/communication, moving to AYP was like a breath of fresh air. Everything exceeded my expectations.
BM, Ryton T & W
Better than expected. We are grateful to our accountant for recommending such an excellent local firm. We were listened to by Jo and put under no pressure whatsoever to invest. We felt that our interests were always paramount.
SD & PD, Birtley
Welcoming place, felt supported financially
JMW, Hexham
Kim is very understanding and knowledgeable
Dr S B, Hexham
Friendly, professional and addressed all our needs
E W, Hexham
Friendly, reliable, trustworthy and very understanding.
BC, Hexham
Personal individual service. V friendly and home visits an added bonus. Friendly staff in office too.
DG, Hexham
The likelihood of retaining the financial adviser for many years & ease of making interim appointments.
BM, Hexham
Welcoming place. Feel supported financially.
JMW, Hexham
Very amiable, patient and willing to explain matters with good impartial advice tailored to our circumstances.
SMW, Hexham
We would like to thank you for your work to date which has been excellent.
JT, Hexham
Service has been excellent.
DM, Hexham
Expected the highest of standards from someone supplying this kind of service and this is what I received.
SW, Hexham
The adviser was very helpful and clear in her explanations of any of my queries. I will in future come back if I have a problem and I will recommend you as a firm to anyone I hear needs financial advice.
AT, Hexham
Better than expected
MSP, Allendale
Better than expected. Whole process very easy with the clear, confident and supportive adviser guiding me through each step of the way.
LT, Hexham
Better than expected. Excellent service - clarity of explanations very good. Will recommend to others.
SH, Hexham
Better than expected
RB, North Shields
Better than expected. Jo has been extremely helpful and I completely trust her.
HR, Wiltshire
The Company have been a great help to me during a very difficult period in my life and I would not hesitate to recommend AYP.
GL, Co. Durham
Excellent service. Kim is extremely approachable, efficient and I feel helped us make the right decisions.
EP, Hexham
Excellent service, a very happy customer
MB, Co. Durham
Better than expected. A refreshing change from my previous F.A. experiences. Thank you!
CB, Crediton, Devon
Better than expected. I am more than satisfied with the way the Company conducts business.
MN, West Midlands
Better than expected. Lovely service.
JB, IoW
Better than expected - well done. Would recommend to family and friends.
EB, Hexham
Better than expected - would recommend to family and friends.
DC, Hexham
Better than expected- excellent all round, would recommend to family and friends.
VP, Hexham
Better than expected. Would recommend to family and friends.
CL, Gosforth
As expected - would recommend to family and friends
JC, Haltwhistle
Better than expected. The whole stressful experience of buying a property was made a lot easier because of Suzanne as she was always at the end of the phone even just to reassure a pair of nervous first timers! We cannot thank you enough, the process went as smoothly because of AYP professionalism and great service! Cannot recommend you highly enough to family and friends.
CS, Stocksfield
Better than expected. Kim and all the team at AYP have been very helpful at all times. Would definitely recommend to family and friends.
HD, Carlisle
I've been so happy to have dealt with you during the setting up process, and look forward to seeing my investment grow (hopefully!). Would recommend to family and friends without hesitation.
MH, Gosforth, Newcaste upon Tyne
Kim, Suzanne and staff have brought clarity, where there was once chaos to my financial affairs. My paperwork is now all "sorted". Everything explained to me in plain English thus enabling this numpty to have a better grasp on things. Result!!! Would most certainly recommend to family and friends.
MK, Hexham
Friendly and relaxed atmosphere. Yes would recommend to family and friends.
MS, Allenheads
Service as expected. Yes would recommend AYP to family and friends.
DR, Hexham
AYP and in particular Kim Alexandra were recommended to me by a friend as "mint" and I have not been disappointed. They have gone above and beyond in helping me with my financial affairs after my divorce. A resounding yes to recommending to my family and friends.
JL, Byker, Newcastle upon Tyne
Better than expected and yes would recommend AYP to family and friends.
CD, Ryton
Better than expected. Very understanding, helpful, clear on everything & a welcoming atmosphere. Yes definitely would recommend AYP to family and friends.
BC, Haltwhistle
Better than expected. Yes would recommend to family and friends.
AS, Hexham
As expected - we were pleased with the service you provided and yes we would recommend to family and friends.
M F, Hexham
AYP is always very welcoming and Joanne always picks up emails, even when not in the office, and a relaxed atmosphere with no pressure to anything you don't want to, or aren't ready for. Yes I have recommended AYP to family and friends.
CM, Hexham
Service as expected and would recommend to family and friends.
DN, Gosforth
Better than expected. Excellent service - thank you.
PH, Hexham
Better than expected. Would recommend to family and friends.
GS, Newcastle
Better than expected. Indeed I would recommend to family and friends. Great service and overall clarity.
CR, Prudhoe
Thanks for a great service this year.
FW, Hexham
Better than expected. Felt everything was very laid back, explained etc. I would recommend to family and friends any day of the week!
MC, Corbridge
About us

''Managing Money with a Gentle Touch''

AYP's aims are simple; to empower women and business people through effective money management. Our advice is entirely impartial as we cover our costs with a combination of fees or commission. We avoid jargon, provide true holistic financial planning, we don't 'sell' products, we provide a safe environment to discuss all of the issues important to you and then we recommend solutions.

In addition to financial qualifications some advisers hold Business and Legal qualifications.

Our services

Specialise in providing advice for women, particularly with divorce. Providing comprehensive planning for retirement. Also providing advice for families with regards to estate planning and care of the elderly.

Where to find us

A Y P Financial Planning Ltd, 2b Tanners Yard, Hexham, Northumberland, NE46 3NL

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 23rd January 2020

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